李小胆儿
2019-09-21
$拼多多(PDD)$
拼多多的核心是交易成本低。表现在sku少，爆款驱动，提高了商家的运营效率，降低了成本，因此在价格上具有优势，是国内最像
$好市多(COST)$
的公司——供应链管理取胜。
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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gugu
2019-09-22
gugu
哈哈哈，这次costco被黑惨了！
拼多多就是电商消费下沉的获利者和贡献者。这波红利pdd得天时（让没有网购习惯的老人和3_4线居民开始网购和地利（微信流量）。拼多多核心：扫除外贸出口商们的挤压库存，收取小b的广告费。而costco是筛选服务的受众，不服务**丝只服务中产，提供价优价廉的产品和服务，收取会员费。 $好市多(COST)$
李小胆儿
回复
gugu
:
白上10年班[无语]
gugu
回复
李小胆儿
:
同样行业可以不同的记账方式。广告行业如果有操作后台，都是按照当月投放计入当月收入，分众一直采取类似方式。这样记账带来的问题，分众之前很多计入收入的款项实际上未到账，后期需要做应收账款坏账计提。分众处理算比较良心。
李小胆儿
回复
gugu
:
你知道传媒公司怎么记账做报表吗？知道广告费营收怎么审计吗？买分众的人，愿赌服输就行了。
gugu
回复
李小胆儿
:
拼多多涨是成长股的力量和逻辑，实话实说和costco差异很大。
分众是个好公司，目前受广告市场整体低迷影响、竞品新潮冲击、大量解禁股抛压，股价低迷。我还是看好，只是当前进入的话，涨起来难，跌下去不易，算是比较安全。
李小胆儿
:
记得上次是你唱多分众吧？舆论咋说你就咋看，所以你这么说，我一点都不奇怪。
暴走漫画
2019-09-21
暴走漫画
好市多的茅台我敢买，拼多多的你敢？[笑哭]
龙少521
:
茅台都不够卖的，得抢购，有钱人领导喝的
李小胆儿
:
不喝茅台，但水果和鱼虾买过很多
seeyou
2019-09-22
seeyou
拼多多买的海蜇皮，最后都喂狗了 [捂脸]
李小胆儿
:
是嘛？我在拼多多买的吃的，都喂我了[流泪]
Yalda
2019-09-21
Yalda
那多多的获客成本呢？
李小胆儿
:
我个人认为，cps是财报的营销费用/新增首单消费用户，看你怎么定义获客成本咯～
斯黛拉882
2019-09-21
斯黛拉882
你买过pdd上面的东西吗?
李小胆儿
:
买过。买过很多
啊呜喵喵喵
2019-09-21
啊呜喵喵喵
这是好市多被黑的最惨的一次
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精彩评论
拼多多就是电商消费下沉的获利者和贡献者。这波红利pdd得天时（让没有网购习惯的老人和3_4线居民开始网购和地利（微信流量）。拼多多核心：扫除外贸出口商们的挤压库存，收取小b的广告费。而costco是筛选服务的受众，不服务**丝只服务中产，提供价优价廉的产品和服务，收取会员费。 $好市多(COST)$